Joann Seagren
Chicago Capital · Chicago, Illinois
Joann Seagren is a fee-only financial advisor at Chicago Capital in Chicago, Illinois. Chicago Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Chicago Capital |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.82B across 2,319 accounts |
| SEC registration | Investment adviser representative in IL · CRD 4948564 |
| Exams passed | Series 65 (2005) |
| Firm size | 18 employees |
| Disclosures | None reported |
How Joann's firm compares
- Chicago Capital's average account is about $2.1 million, from its Form ADV (assets managed divided by 2,319 accounts).
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Questions about Joann
Is Joann Seagren a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joann holds no broker registration, and Chicago Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joann charge for financial advice?
Joann's firm, Chicago Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joann Seagren based?
Joann Seagren is based in Chicago, Illinois.
Is Joann Seagren registered with the SEC?
Yes. Joann Seagren is registered as an investment adviser representative in IL (CRD 4948564), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chicago Capital manage?
Chicago Capital reports $4.82B across 2,319 accounts in assets under management.
How do I contact Joann Seagren?
Contact details aren't on file yet. Search for Chicago Capital.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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